I have to chime in on this one. First, I will agree that a full-version of Android is overkill for wearables unless you want full smartphone features. However, Android is built around a kernel. You do not need to use everything. Second, Tizen will have absolutely no impact on the market unless other OEMs use it as well. I don't see this happening because OEMs don't want to use hardware or software platforms controller by other OEMs. Motorola, Nokia, and Intel all tried this in the past. This might still be a good solution for Samsung, but Samsung will have to do the heavy lifting to port apps over to Tizen or the RTOS. The rest of the industry is more likely to stick with Android if they want that level of functionality. Otherwise, any version of Linux or RTOS will suffice.

"The original Galaxy Gear depended almost totally on a mobile phone for its intelligence; sort of a mother ship and motor launch," he said. "The next generation put more intelligence into devices and some may never need to talk to phone."

While I understand what the analyst is saying, I disagree. Everyone already has a smartphone. Why tax your next wearable with redundant functions?